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Laura Kathryn Schmidt

Investment adviser representative at Higgins & Schmidt Wealth Strategies LLC
14 yearsExperience
1 stateRegistered in
$279.5MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Higgins & Schmidt Wealth Strategies LLCFeb 2025 to now
  2. Tgrp SolutionsDec 2022 to Feb 2025
  3. Band-it IdexMay 2021 to Nov 2022
  4. Envestnet, IncSep 2018 to May 2021
  5. Rsm US LLPOct 2012 to Sep 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (CO).

Higgins & Schmidt Wealth Strategies LLC

$279.5MAssets managed
239Clients
4Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6107337
Firm CRD
286063
Advisor's SEC record (opens in a new tab)
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